See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $671,665 | $217,402+209.0% | $185,823+261.5% | $167,490+301.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | -6.44% | 148.36%-154.8pp | 122.05%-128.5pp | 478.56%-485.0pp |
| Employer contribution / active EE | $12,833 | $5,873+118.5% | $5,167+148.4% | $4,837+165.3% |
| Participant deferral / active EE | $13,500 | $6,356+112.4% | $5,568+142.5% | $6,341+112.9% |
| Admin fee / account holder | $3,651 | $19,811-81.6% | $16,237-77.5% | $12,309-70.3% |